See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,097 | $54,320+14.3% | $67,652-8.2% | $52,331+18.7% |
| Participation rate | 85.9% | 73.6%+12.3pp | 75.7%+10.3pp | 68.1%+17.8pp |
| Annual return | 0.20% | 6.81%-6.6pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $993 | $1,544-35.7% | $2,266-56.2% | $1,882-47.2% |
| Participant deferral / active EE | $3,911 | $2,950+32.6% | $3,560+9.9% | $3,022+29.4% |
| Admin fee / account holder | $327 | $527-37.9% | $4,821-93.2% | $592-44.7% |